Sigma Planning Corp’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Sigma Planning Corp’s Portfolio LOUP Stock Details LOUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Sell	3,669 -48	-1%	-$3.64K	0.01%	1117
2025 Q4	$284K	Buy	+3,717	New	+$288K	0.01%	1055
2022 Q4	–	Sell	-16,326	Closed	-$438K	–	1308
2022 Q3	$438K	Sell	16,326 -7	-0%	-$220	0.02%	784
2022 Q2	$485K	Buy	16,333 +4,310	+36%	+$155K	0.02%	766
2022 Q1	$552K	Sell	12,023 -2,490	-17%	-$116K	0.02%	810
2021 Q4	$778K	Buy	14,513 +709	+5%	+$38.6K	0.02%	650
2021 Q3	$707K	Buy	13,804 +672	+5%	+$35K	0.02%	674
2021 Q2	$728K	Sell	13,132 -180	-1%	-$9.58K	0.02%	668
2021 Q1	$720K	Buy	+13,312	New	+$755K	0.02%	615

Other funds holding LOUP

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's LOUP Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 1.3% in Q1 2026, selling an estimated $3.64K and leaving 3,669 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #1117.

Sigma Planning Corp first reported a position in LOUP in Q1 2021 and has held it in 9 quarters since. The position peaked at $778K in Q4 2021. 53 funds tracked by Wall St. Rank hold LOUP as of Q1 2026.

Sigma Planning Corp held 3,669 shares of Innovator Deepwater Frontier Tech ETF worth $253K as of Q1 2026.
Sigma Planning Corp sold 48 Innovator Deepwater Frontier Tech ETF shares in Q1 2026, an estimated $3.64K.
Innovator Deepwater Frontier Tech ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1117 holding.
Sigma Planning Corp first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2021 and has held it in 9 quarters since.
Sigma Planning Corp's Innovator Deepwater Frontier Tech ETF position peaked at $778K in Q4 2021.
53 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.